Holistic Planning, LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Holistic Planning, LLC holds 8,181 shares of QSPT stock, worth $232,585. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,181
Previous 8,181
-0.0%
Holding current value
$232,585
Previous $226 Million
4.13%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding QSPT
# of Institutions
83Shares Held
4.07MCall Options Held
0Put Options Held
0-
Harvest Investment Services, LLC432KShares$12.3 Million3.58% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ336KShares$9.55 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC303KShares$8.62 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL272KShares$7.74 Million1.31% of portfolio
-
Ferguson Shapiro LLC264KShares$7.51 Million4.48% of portfolio